OIA

Optimum Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 26.44%
This Quarter Est. Return
1 Year Est. Return
+26.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$309M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
950
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$879K
3
+$876K
4
HOLX icon
Hologic
HOLX
+$784K
5
PFLT icon
PennantPark Floating Rate Capital
PFLT
+$626K

Top Sells

1
+$579K
2
+$551K
3
+$498K
4
BMY icon
Bristol-Myers Squibb
BMY
+$332K
5
DTV
DIRECTV COM STK (DE)
DTV
+$271K

Sector Composition

1 Financials 12.56%
2 Technology 10.96%
3 Healthcare 10.9%
4 Industrials 8.86%
5 Energy 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$8K ﹤0.01%
+100
802
$8K ﹤0.01%
400
803
$8K ﹤0.01%
827
804
$8K ﹤0.01%
1,572
805
$8K ﹤0.01%
300
806
$8K ﹤0.01%
163
807
$8K ﹤0.01%
500
808
$8K ﹤0.01%
425
+160
809
$8K ﹤0.01%
60
810
$8K ﹤0.01%
+1,000
811
$8K ﹤0.01%
+360
812
$8K ﹤0.01%
+200
813
$8K ﹤0.01%
+143
814
$7K ﹤0.01%
218
-100
815
$7K ﹤0.01%
+150
816
$7K ﹤0.01%
60
-55
817
$7K ﹤0.01%
+156
818
$7K ﹤0.01%
191
819
$7K ﹤0.01%
192
-33
820
$7K ﹤0.01%
27
+10
821
$7K ﹤0.01%
+300
822
$7K ﹤0.01%
935
+56
823
$7K ﹤0.01%
250
824
$7K ﹤0.01%
61
825
$7K ﹤0.01%
+200
31 32
33
34 35